See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 5-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,313 | $29,660-14.7% | $56,411-55.1% | $80,856-68.7% |
| Participation rate | 90.3% | 41.6%+48.7pp | 52.5%+37.9pp | 67.6%+22.7pp |
| Annual return | 12.66% | 35.23%-22.6pp | 1701.33%-1688.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $714 | $669+6.7% | $1,039-31.2% | $2,755-74.1% |
| Participant deferral / active EE | $2,493 | $1,226+103.4% | $1,952+27.7% | $4,296-42.0% |
| Admin fee / account holder | $292 | $2,428-88.0% | $2,829-89.7% | $6,918-95.8% |